Meet our team

After obtaining a BA in Economics at the University of Western Ontario, I began my career in banking in 1979 and eventually became a Money Market Trader at Merrill Lynch. Next, I was a Fixed Income Trader for Prudential Assurance. I then moved to Standard Chartered Bank, a large International Bank, as Chief Trader and was later promoted to Treasurer. Desiring to work on a one-on-one basis with individuals, I became an Investment Advisor and worked for three major bank-owned firms before joining Macquarie Private Wealth in the fall of 2010, which was acquired by Richardson Wealth (formerly Richardson GMP) in 2013.

Here, I enjoy the freedom to make investment choices based solely on their suitability for my clients without bias to any product or platform. I hold my Level I and II life insurance licenses and can effectively dovetail insurance solutions into my clients’ wealth management strategies. 

Always active in ongoing charity work in my Thornhill community and I donate to many community events.

Stephanie is a fully licensed Investment Advisor with more than 30 years of experience in providing wealth management and investment advice.  She has dedicated her career to building and maintaining exceptional client relationships that are unique in offering the highest professional service with a personal and caring touch. Stephanie also has specialized knowledge in the compliance, administrative and technological requirements in meeting client needs. She is well regarded as a willing support to her peers and office management as well and is an invaluable member of our team.

Before joining Richardson Wealth (formerly Richardson GMP) in 2006, Stephanie was a Senior Compliance Officer at BMO Harris Private Banking where she maintained and updated internal policies and practices to ensure that all employees and affiliates maintained compliance standards.  Prior to that she was a Registered Representative at AIC Private Portfolio Group, an Investment Representative at RBC Dominion Securities Inc., and a Client Service Officer at Royal Trust.

Nathan joined Questrade after graduating with a business degree at York University, supporting new clients with the onboarding process. There he gained a robust understanding of the financial services sector and various financial products, while recognized for delivering outstanding service and support to each client.

Following Questrade, Nathan worked for TD Canada Trust as a Financial Advisor for almost 4 years, focusing on helping clients achieve their financial goals through various investing and credit solutions. As a result of going above and beyond for his TD clients and providing expert advice, the management team made him the primary contact for complex investment and credit needs, ensuring clients received the best advice to reach their goals.

He brings strong professionalism and organizational skills to the team, ensuring the smooth running of our practice to the highest standards you deserve. In addition, Nathan is a licensed Financial Planner to further add value to our clients.

What a Personal Financial Planner (PFP®) designation means for you

This designation means that I have the skillset to provide a holistic approach to help you establish goals and objectives, rather than simply providing a quantitative focus on what your portfolio model might look like. I take into account all aspects of your personal circumstances when building your financial plan, in order to create a realistic roadmap to achieve your goals. This puts me in a position to provide you and your family with services including retirement planning, tax and estate planning, insurance, debt management, succession planning and much more.